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ASLV - ETF AI Analysis

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ASLV

Allspring Special Large Value ETF (ASLV)

Rating:66Neutral
Price Target:
ASLV, the Allspring Special Large Value ETF, earns a solid overall rating thanks to its sizable positions in high-quality companies like Alphabet, Apple, and Johnson & Johnson, which bring strong financial performance, growth potential, and positive earnings trends to the portfolio. At the same time, holdings such as NextEra Energy and Berkshire Hathaway add stability but face issues like bearish technical momentum, higher leverage, or less appealing income features, which modestly weigh on the fund’s appeal. A key risk factor is the fund’s meaningful exposure to a handful of large, growth-oriented names, which can increase volatility if market sentiment toward these companies shifts.
Positive Factors
Solid Year-To-Date Performance
The fund has shown strong year-to-date gains, indicating that its overall strategy has been working well so far this year.
Strong Top Holdings
Several of the largest positions, including Apple, Canadian Pacific Kansas City, Eaton, Johnson & Johnson, and others, have delivered strong performance, helping support the ETF’s returns.
Broad Sector Diversification
The ETF is spread across many sectors such as financials, industrials, technology, health care, consumer stocks, energy, utilities, and real estate, which helps reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund is highly sensitive to the U.S. economy and offers limited geographic diversification.
Mixed Performance Among Top Holdings
Some key positions like Berkshire Hathaway and Capital One Financial have shown weak or negative performance, which can drag on the fund’s overall results.
Moderate Expense Ratio
The fund’s expense ratio is not extremely high but is also not among the very lowest, meaning fees still take a noticeable bite out of returns over time.

ASLV vs. SPDR S&P 500 ETF (SPY)

ASLV Summary

Allspring Special Large Value ETF (ASLV) is an actively managed fund that invests mainly in large U.S. companies the managers believe are solid but currently undervalued. It doesn’t track a fixed index, but focuses on the “value” side of the large-cap market across many sectors, including financials, industrials, and technology. Well-known holdings include Amazon and Apple. An investor might choose ASLV for diversification and the potential for long-term growth and income from established companies. A key risk is that these value stocks can still fall in price and will move up and down with the overall stock market.
How much will it cost me?The Allspring Special Large Value ETF (ASLV) has an expense ratio of 0.35%, meaning you’ll pay $3.50 per year for every $1,000 invested. This is higher than the average for passively managed ETFs because ASLV is actively managed, requiring more research and analysis to select its portfolio of large-cap value stocks.
What would affect this ETF?The Allspring Special Large Value ETF (ASLV) could benefit from a strong U.S. economy, particularly if large-cap value stocks gain popularity during periods of market uncertainty, as these companies often have solid fundamentals like strong earnings and cash flow. However, rising interest rates or regulatory changes affecting key sectors like financials and healthcare could negatively impact the fund's performance, as these sectors make up a significant portion of its holdings. Additionally, shifts in consumer spending or technological innovation could influence the performance of top holdings like Alphabet and Bank of America.

ASLV Top 10 Holdings

ASLV leans heavily into U.S. large-cap value with a tilt toward financials, industrials, and health care, and a dash of Big Tech for extra punch. Apple is the clear engine here, rising steadily and giving the fund some growth flair, while Johnson & Johnson and Labcorp add dependable, health care-driven momentum. Eaton and Canadian Pacific are also pulling their weight from the industrial side. On the flip side, Amazon and Alphabet have been mixed to lagging lately, and Capital One is dragging, reminding investors this value-focused portfolio can still hit some bumps.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Amazon6.99%$15.13M$2.92T26.46%
71
Outperform
Apple4.45%$9.63M$4.54T52.64%
79
Outperform
NextEra Energy3.82%$8.28M$181.31B23.46%
71
Outperform
Canadian Pacific Kansas City3.57%$7.73M$78.08B21.97%
Berkshire Hathaway B3.51%$7.61M$992.60B8.18%
66
Neutral
Microsoft3.48%$7.54M$3.45T-11.33%
79
Outperform
Capital One Financial3.41%$7.39M$128.22B0.74%
71
Outperform
Labcorp Holdings3.35%$7.26M$25.35B18.24%
71
Outperform
Alphabet Class C3.28%$7.11M$4.36T87.76%
82
Outperform
Unilever3.05%$6.62M$137.76B-6.79%
73
Outperform

ASLV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
29.88
Positive
100DMA
29.28
Positive
200DMA
28.78
Positive
Market Momentum
MACD
0.16
Negative
RSI
61.68
Neutral
STOCH
77.05
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ASLV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.25, equal to the 50-day MA of 29.88, and equal to the 200-day MA of 28.78, indicating a bullish trend. The MACD of 0.16 indicates Negative momentum. The RSI at 61.68 is Neutral, neither overbought nor oversold. The STOCH value of 77.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ASLV.

ASLV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$216.63M0.35%
66
Neutral
$991.29M0.33%
72
Outperform
$850.10M0.56%
71
Outperform
$412.69M0.71%
68
Neutral
$367.85M0.42%
71
Outperform
$342.00M0.45%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ASLV
Allspring Special Large Value ETF
30.76
4.59
17.54%
TVAL
T. Rowe Price Value ETF
JDVL
John Hancock Disciplined Value Select ETF
BASV
Brown Advisory Sustainable Value ETF
FLV
American Century Focused Large Cap Value ETF
BLCV
BlackRock Large Cap Value ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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